Free Live CPE Calendar

SEC mid-year update 2026
2026-06-25 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

KPMG professionals chart key SEC updates and strategic shifts in areas of focus. As regulatory tides grow stronger and more complex, staying on course matters more than ever. In this webcast, KPMG professionals break down recent SEC activity and what it signals for key focus areas shaping the remainder of the year.Learning Objectives:

Upon completion of this webcast, participants will be able to describe the recent activity of the SEC and areas of focus for the remainder of the year around: charting a new course in the SEC’s rulemaking activities, navigating the shifting currents of the SEC’s areas of focus, plotting a path for the remainder of 2026.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credits.NASBA Delivery Method: Group Internet-BasedTarget Audience:Audit executives, Board directors, C-level executives, Former partners, General alumni, Other Board Member(s),Retired partners, VPs and SVPsField(s) of Study: Accounting – 21Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code LKNVCNDDY76.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

Q2 2026 Quarterly Technical Update
2026-06-25 12:00 - 13:00, 2026-06-25 07:00 - 08:00, 2026-06-24 12:00 - 13:00
The Quarterly Technical Update Webcast Series continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today’s hot topics and developments.

Specifically, the program will discuss developments that occurred during the third quarter of 2026 with respect to various topics in accounting and financial reporting.

1.0 CPE Credit in the field of Accounting.

Learning Objectives

Recognize recently released, project and proposal stage accounting and financial reporting guidance developed by the FASB, EITF and PCC.

Describe timely SEC guidance, topics and resources and their general impact on accounting and financial reporting.

Describe project and proposal stage literature that may have a broad impact on financial reporting.

Describe evolving corporate governance activities including those of the PCAOB, CAQ and other organization’s topics and releases.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this sessionttend this session

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

BDO USA, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Lessons from the 2026 Proxy Season
2026-06-25 11:00 - 12:00
Webcast overview

Join us for the next KPMG Board Leadership Center quarterly webcast as we discuss trends from the 2026 proxy season.Topics to be discussed include:

A look at proxy voting trends and outcomes

Activist investors and shareholder engagement

The board’s story and corporate disclosure

Learning Objectives:After completing this course, you will be able to:

Identify trends from the 2026 proxy season

Discuss how you can prepare for next year during the proxy “off season”

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Board Directors, Chief Executive OfficersField(s) of Study: Business Management and Organization – 42

The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code HXNJRJJZTPN.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

BEAD Compliance Essentials: Audit Requirements After Award
2026-06-24 15:00 - 16:00
Receiving Broadband Equity, Access, and Deployment (BEAD) funding brings new compliance audit responsibilities that telecommunications (telecom) providers should understand early to help avoid compliance issues and unexpected costs. This webinar will provide a practical overview of the compliance audit requirements triggered by BEAD awards, including how federal and state audit expectations may apply based on funding structure and expenditures. Participants will gain clarity on common audit types, key thresholds, and how to prepare proactively to help meet audit requirements with confidence.

Learning Objectives

Upon completion of this program, participants will be able to:

Determine if an entity needs a compliance audit based on expenditure thresholds.

Identify common types of audits.

Describe practical steps to help prepare for audits and reduce the risk of findings.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Build Your Retirement Advisory Through Trust and Service
2026-06-24 14:00 - 15:00
Join us as Zach Keep, a Compliance Risk Manager at Paychex, reviews the latest regulatory changes and developments in retirement planning, focusing on Secure Act 2.0 and state retirement mandates. Explore how these changes can be leveraged to enhance your clients’ trust and loyalty, strengthen your advisory, and position your firm as a leader in retirement solutions.

Learning Objectives:

Describe the key steps for incorporating retirement planning services into an existing firm’s practice offerings.

Determine how to review and compare various retirement solution options.

Identify recent regulatory changes and explain how each expands retirement planning options for clients.

The power of nearshore outsourcing for the midmarket
2026-06-24 14:00 - 15:00
Event description

As rising economic uncertainty pushes 87% of organizations to prioritize cost reduction, more than 40% of midmarket companies are turning to Latin America to scale smarter, modernize operations, and build more resilient operating models. With highly skilled talent, time zone alignment, cultural compatibility, and strong digital capabilities, the region is helping midmarket organizations achieve enterprise-level sophistication and agility – without the complexity of traditional offshoring models.

Join Auxis and Grant Thornton for an executive discussion on how midmarket leaders are using nearshoring to transform Finance, Accounting, HR, IT, customer support, and other back-office functions. We’ll explore why Latin America has emerged as a strategic complement to Asia-based operations – improving service levels, accelerating AI and automation, and supporting more complex, high-touch operations.

Attendees will leave with actionable insights into the Latin America shared services and outsourcing landscape and the nearshoring strategies helping the midmarket unlock long-term value.

Webcast details

Date and time

Wednesday, June 24, 20262:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify why nearshoring adoption is expanding from large enterprises to the midmarket.

Differentiate top Latin American destinations — including Colombia, Costa Rica, Mexico, and others — along with the advantages and trade-offs of each.

Define the pros and cons of building a captive nearshore operation versus outsourcing.

Describe expected cost savings and business benefits associated with nearshore delivery.

Explain how companies are self-funding automation and AI initiatives through nearshore labor savings.

Recognize functions and processes best suited for nearshore delivery, including Finance & Accounting, HR, IT Operations, Automation & AI, and Customer Support.

Apply lessons learned and best practices for building and scaling a successful nearshoring program.

Be a career chameleon: The art of adapting your way to the top
2026-06-24 14:00 - 15:00
Description:

The traditional career ladder is a thing of the past. Today’s dynamic business environment rewards people who are willing to be adaptable, especially those willing to move across functions, rather than just “up” the rungs. In this session, Marie Walsh, Head of Internal Audit & Risk at Spotify, shares how auditors should become “career chameleons”: professionals who leverage their unique opportunity in audit to drive a career across industries, roles, and functions.

Drawing on 20+ years across public accounting, financial services, big tech, and media, Marie will challenge the myth of the linear path and offer practical habits for building a more resilient and fulfilling career. Whether you are early in your audit career or a seasoned leader, this session offers a practical roadmap for building a resilient, fulfilling, and non-obvious career.

Learning objectives:

Compare the traditional linear career ladder with a different approach, intentionally building breadth across industries, audit topics/types, and functions.

Evaluate which of the four career chameleon habits to prioritize based on their current career stage and goals.

Assess current career trajectory and select at least two actions from the career chameleon action plan to implement.

CPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand.

Field of study: Professional Development

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

SQMS 1—What’s Next: Firm Viewpoints and Plans on Monitoring & Remediation
2026-06-24 14:00 - 15:00
This webinar will let you hear how firms are putting Monitoring & Remediation into motion under SQMS 1: what they’re monitoring, when they are monitoring, how they’re monitoring, and how they are reporting internally. You will also hear from global subject matter experts on how firms are evaluating findings and deficiencies. We’ll share practical examples of how firms are structuring, executing and managing their monitoring to support the annual evaluation.

Panelists will include subject matter experts and firms who will provide local and global perspective for firms from sole practitioners to larger firms. You will also get the opportunity to pose questions on what’s working and not working right now as they operationalize Monitoring & Remediation.

Learning Objectives:

Identify core components of an effective SQMS 1 Monitoring & Remediation program, including what to monitor, timing/cadence, roles/responsibilities, and internal reporting expectations

Differentiate firm approaches to designing risk-aligned monitoring plans, including selecting monitoring procedures and determining sampling strategies appropriate to firm size and engagement profile

Evaluate how firms assess monitoring results to determine when issues rise to the level of findings or deficiencies, including considerations for severity, pervasiveness, and root cause

Apply practical methods for documenting and managing remediation to closure, so monitoring outcomes support annual evaluation and internal governance

Who should attend: Designed for firms preparing to launch (or refine) their monitoring cycle, this session provides examples of firms approaches such as defining a monitoring plan aligned to quality risks, selecting procedures and samples, capturing results consistently, and building a remediation process that proves closure.

Quarterly Bank Update: Banking trends and topics
2026-06-24 14:00 - 15:00
Webcast overview

In the TaxWatch we will explore the latest trends impacting the banking industry.

Learning Objectives:

TBD

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Banking Tax professionals – all titlesField(s) of Study: Taxes – 81

The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code ZYNGXP3NGFY.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

Understanding the quantum threat: A KPMG & Microsoft executive discussion
2026-06-24 12:00 - 13:00
Webcast overview

As advances in quantum computing accelerate, organizations are facing a new category of risk: the potential for current cryptographic protections to become vulnerable. While practical timelines for large scale quantum impact are still evolving, leading enterprises are beginning to assess exposure and define response strategies today.This session brings together KPMG and Microsoft to provide a clear, executive level perspective on the fundamentals of the quantum threat — cutting through technical complexity to focus on what matters most for business and technology leaders.During this one-hour discussion, we will explore how organizations can begin to frame quantum risk in a practical, measured way — distinguishing near term considerations from longer term transformation and aligning security strategy to emerging industry standards.

Learning Objectives:

Discussion topics will include:

What the quantum threat is — and why it is becoming a business relevant issue now

How advances in quantum computing may impact today’s cryptographic environments

Key concepts in post quantum cryptography (PQC) and standardization efforts

Practical considerations for identifying exposure and beginning internal planning

How leading organizations are approaching quantum readiness without over rotating on hype or uncertain timelines

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Board directors, C-level executives,VPs and SVPsField(s) of Study: Management Services (Advisory Services) – 44The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code K9N6KM2HZ7D.

CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

Don't DIY Your Accounting AI: Exploring the Hidden Costs and Risks
2026-06-24 12:00 - 13:00
Everyone’s being told they can “just build it.” Wire up an LLM, automate a few recs over a weekend, and call it an AI strategy. And the early results are often encouraging. Until month-end hits.

By the second close cycle, cracks appear. By the fourth, the hidden costs of DIY AI frequently exceed the price of a purpose-built platform. Hallucinated numbers, missing audit trails, SOX exposure, and an unplanned $200K on tokens that wasn’t in the business case.

This session examines where DIY approaches fall short when applied to a real close. And, what “purpose-built” must mean for accounting teams operating at a standard that general-purpose AI was never designed to meet.

‍

What You’ll Learn

Before you commit to a build, every CFO and Controller should pressure-test true TCO, including maintenance, who audits the AI, and what happens during close crunch

Why DIY AI looks like the smart move — until you see where that logic breaks down in production

The hidden costs that only appear when you’re live: auditability gaps, maintenance treadmills, key-person dependency, and SOX exposure

The bar for accounting AI is non-negotiable — explainability, traceability, human-in-the-loop controls, and always tying back to source‍

Private Equity Perspective on Health Care Services Deals
2026-06-24 12:00 - 13:00
In this session, we’ll explore the general state of health care services deal making, what attracts private equity investment, and how sellers can better position themselves.

Identify recent health care services M&A trends

Recall leading practices in preparing for a transaction with private equity

Recognize common pitfalls

Who should attend

This session is designed for CEOs, CFOs, COOs, corporate development, accounting/finance managers, and controllers.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

CPE

Recommended CPE:1 credit, Specialized KnowledgePrerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet Based

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com. Fill out the registration and you’ll receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE.

CPE

Recommended CPE: 1 credit, Specialized KnowledgePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

Financial accounting and reporting for income taxes: Half-year updates
2026-06-24 12:00 - 13:00
Key takeaways

It’s important to stay ahead of tax reporting changes and associated issues that may impact your organization. What tax accounting matters should be considered at midyear 2026? We’ll discuss:

Tax accounting considerations related to recent legislative developments

Uncertain tax positions, including evaluating the impact of new case law, common mistakes when looking at new information, settlements, or transactions

SEC comments on materiality in ASU 2023-09

Navigating Equity Compensation in M&A: Accounting and Operational Impacts
2026-06-23 15:00 - 16:00
This webcast provides an overview of accounting considerations for equity awards in business combinations, with a focus on pre- and post-acquisition expense recognition and related financial reporting impacts. The session highlights common challenges observed in practice, including data requirements, system limitations, and reconciliation considerations.

Participants will also review the impact of these considerations on financial and tax reporting, as well as the importance of coordination between accounting and stock administration functions. The session is designed to provide practical insight into common issues and considerations without prescribing specific solutions, with an emphasis on real-world application and cross-functional alignment.

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Tax accounting quarterly update - June 2026
2026-06-23 14:00 - 15:30
Event description

Join us for an insightful webcast focused on recent tax developments that may affect your financial statements — including updates on both income and non-income tax accounting. We’ll dive into the financial reporting implications of these changes, helping you stay ahead of evolving standards and practices.

This webcast is a continuation of our Quarterly Webcast Series, presented by Grant Thornton Advisors LLC’s Tax Reporting & Advisory Services practice.

Webcast details

Date and time

Tuesday, June 23, 20262:00 PM ET – 3:30 PM ET

Recommended CPE credits

1.5

Learning objectives

Identify updates in federal tax matters

Recognize significant state tax developments

Describe significant international tax developments

Apply relevant FASB, SEC and other accounting updates

QuickBooks Online: High Efficiency Tips and Tricks
2026-06-23 14:00 - 15:00
Learn QuickBooks Online practical tips, shortcuts, and workflow improvements that can save time during everyday bookkeeping, cleanup, transaction entry, and reporting work. Ideal for Controllers and their staff.

QuickBooks guru Hector Garcia will share high-efficiency navigation habits, keyboard shortcuts, banking and downloaded transaction tricks, manual data entry techniques, copy/paste workflows inside transactions, and reporting tips including:

How to manage complex sales tax management with QuickBooks and Avalara

Google Chrome browser settings, tabs, bookmarks and extensions

Testing and training in QuickBooks sandbox vs. sample file

Reporting tips that help users get to information faster

Adding Apps

**CPE Eligible**

Field of Study: Finance

Level: Basic

Prerequisite: None

Advance Preparation: None required

Delivery Method: Group Internet-Based

Recommended CPE Credit(s): 1

Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to neil@controllerscouncil.org

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.

Controllers Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

Changes to Income Statements Are Coming: Get Ready for IFRS 18 and ASU 2024-03
2026-06-23 14:00 - 15:00
About this Event:

Time is starting to run out for multinational companies’ financial reporting teams to get all of their entities ready for major changes in accounting standards.

IFRS 18 Presentation and Disclosure in Financial Statements and ASU 2024-03 Disaggregation of Income Expenses (DISE) both take effect for annual reporting periods starting January 1 2027, but preparation should be well under way now to update systems, collect comparative 2026 performance and ensure you have correctly mapped data to create your new income statements and related disclosures.

Manually updating traditional spreadsheets or enlisting the major AI chatbots may not be enough to provide auditable, assurance-ready processes. Chelsea Hall, Simoné Loubser, and Andromeda Wood of Workiva will talk through how to upgrade the process with technology.

After this webinar, you will be able to:

Describe how to integrate technology into key stages of your implementation plan for IFRS 18 and ASU 2024-03, so you can efficiently update financial statements and map financial data across hundreds of entities

Recall examples of peers’ disclosures

Describe for your chief financial officer and audit committee why a technology upgrade may be necessary to simplify multi-entity financial reporting, non-financial reporting, and controls going forward

Complimentary CPE credit is available.

From Market Signals to Financial Impact: Modernizing ASC 360 Impairment
2026-06-23 13:00 - 14:00
​Join CoStar and RSM for a joint webinar on strengthening your ASC 360 lease impairment process. Discover how RSM and CoStar help organizations modernize ASC 360 impairment by aligning market trends with lease data – resulting in more accurate, defensible, and audit-ready financial outcomes.

Learning Objectives:

Identify impairment triggers with confidence by leveraging both market indicators and lease-specific events

Apply a structure ASC 360 framework to perform recoverability testing and model realistic, supportable cash flow assumptions

Develop defensible, audit-ready conclusions by integrating market data with lease accounting insights to support fair value measurement and disclosures.

This webinar is eligible for 1 CPE credit.

Recent trends in the research credit
2026-06-23 13:00 - 14:00
Research credit claims continue to be the subject of frequent litigation and administrative attention. Federal court decisions emphasize the importance of documentation supporting the performance of qualifying activities and time spent by individuals on such qualifying activities. The result of these decisions is reflected in examination trends and administrative action by the IRS and state tax authorities. On this webcast, we will review recent research credit-related court decisions and pending cases and discuss how these decisions are influencing tax administration (IRS and state examinations).

This webcast is relevant to taxpayers with research credit claims, taxpayers under examination, and taxpayers contemplating research credit claims in the future. Understanding the current judicial decisions and government litigation positions will help taxpayers anticipate what will be required to sustain their research credits.

Topics to be discussed include:

Recent research credit court decisions

How the research credit litigation environment is influencing federal and state examinations

Learning objectives

Describe the current judicial environment for research credit claims; describe the influence this environment has on tax administration for research credit claims.

Panelists

Eileen Bayon, Senior Manager, National Tax Department, Ernst & Young LLP

Nicole Gresalfi, Senior Manager, National Tax Department, Ernst & Young LLP

Cate Stewart, Senior Manager, National Tax Department, Ernst & Young LLP

Moderator

Alexa Claybon, Principal, National Tax Department, Ernst & Young LLP

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfaxoung LLP

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

Ernst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Lease Modifications, Terminations, and Reassessments under ASC 842
2026-06-23 13:00 - 14:00
Learning Objectives

Understand the importance and advantage of ongoing lease and policy reviews.

Summarize the steps, calculations, and journal entries to record various lease changes and transactions.

Learn how to timely recognize lease portfolio changes and rectify mistakes.

2026 Mid-year tax update: Where are we now?
2026-06-23 13:00 - 14:00
CPE/CE credit: 1 hour

While you were taking tax season head on and recovering from it, guess what happened? Over 500 court cases, 200 IRS IRB developments (including regs), 2,500 IRS rulings and other goodies came down. What did you miss? More than you might think. We’ve knocked it down for you. Give us one hour. We’ll get you caught up.

This built-from-scratch course delivers up-to-the-day changes in federal tax law. The course, delivered at a brisk pace and with humor, is designed to meet the needs of the tax planner and return preparer by identifying and responsibly exploring recent important tax developments.

Learning objectives:

Identify relevant new tax developments

Identify tax planning opportunities created and freed up by late breaking tax developments

Identify new IRS tactics against taxpayers

Identify currently relevant risks and opportunities facing taxpayers and tax preparers

Level:BasicInstructional method:Group internet-basedNASBA field of study:TaxesProgram prerequisites:NoneAdvance preparation:None

Note: CPE is only available for attending the live event, on-demand viewing is not eligible.

Quarterly Legislative Update
2026-06-23 13:00 - 14:00
Event Overview

Staying up to date on areas affecting your situation can allow you to better plan for changes that may be coming. Join us for our quarterly update covering recent developments in proposed and enacted tax legislation. Our National Tax Office Team will update you on the latest from Capitol Hill, with a focus on how changes may affect you and your organization.

Learning Objectives

Examine the tax legislative landscape, including recent legislation.

Theorize pending regulations and IRS guidance.

Demonstrate how these changes could impact businesses and individuals.

Identify possible action steps and planning opportunities.

Presenter

Alex Parker, Tax Legislative Affairs Director

Alex provides on-the-ground coverage and analysis of tax developments in our nation’s capital, ensuring that Eide Bailly clients are well-informed about legal or regulatory changes that could affect them. He also closely follows the fast-changing and complex international tax sphere, including new projects at the United Nations, the G-20, and the Organization for Economic Cooperation and Development.

CPE Information

CPE Credits: 1

Field of Study: Taxes

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

Additional Information

This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar.

CPE credit will not be available for watching the recording.

Eide Bailly Staff, please register in the Learning Center

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.RE.

Managing Controversy: The Tax Director’s View
2026-06-23 12:00 - 13:00
Webcast overview

This TaxWatch webcast addresses the increasing number of tax controversies multinationals are facing around the world and how tax departments are addressing this challenge.Learning Objectives:

Attendees of this webcast will be be better aware of the increasing number of tax controversies multinationals are facing around the world and apply the knowledge gained from this event to their role as tax leaders.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: This webcast will be of significant interest to tax leaders with a focus on international transfer pricing tax decisions.Field(s) of Study: Taxes – 81The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code N5NSX437RC4.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

What's New in ProConnect Tax - Summer 2026
2026-06-23 12:00 - 13:00
Description

What’s new in ProConnect Tax – Summer 2026

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.@intuit.com.

Group Exemptions: An Update & Conversation About Impact
2026-06-23 12:00 - 13:00
Group exemptions have long played a critical role in how nonprofit organizations operate under a shared tax-exempt structure, but recent regulatory updates are reshaping that landscape.

In this webinar, we’ll provide an overview of group exemption requirements and break down the key changes introduced in Revenue Procedure 2026-8, released in January 2026. Through a panel discussion with Q&A, our speakers will explore historical practices, examine how the new guidance impacts nonprofit organizations currently maintaining group exemptions, and discuss important considerations for the future.

Learning Objectives

Upon completion of this program, participants will be able to:

Explain the nature of group exemptions.

Discuss key regulatory changes introduced in 2026.

Evaluate the potential impact of these changes on your organization moving forward.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Q2 Private Company Roundtable Hosted – AI Driven Finance Transformation
2026-06-23 11:30 - 13:00
​Artificial intelligence (AI) and automation continue to reshape the finance function, but many private companies are still determining where these technologies can deliver measurable value and how to implement them effectively within existing operations.

This 90-minute private company roundtable is designed for CFOs, controllers, chief accounting officers, and other senior-level financial leaders seeking practical insights into AI and automation across the finance organization. The session will begin with a panel discussion featuring Forvis Mazars professionals sharing perspectives on emerging trends, implementation considerations, governance challenges, and real-world applications for finance teams.

Following the discussion, participants will engage in moderated peer roundtable conversations focused on identifying, evaluating, and exchanging practical use cases for AI and automation. Topics may include financial reporting, forecasting, workflow automation, operational efficiency, internal controls, and risk management.

Attendees can expect a highly interactive session centered on peer learning, candid discussion, and actionable takeaways to help finance organizations prioritize opportunities, evaluate potential risks and returns, and better understand how peers are approaching AI adoption.

Learning Objectives:

Discover how finance teams at private companies are using AI and automation – what’s working and what isn’t’

Hear real examples of where organizations like yours are finding value and running into obstacles

Connect and share ideas with finance leaders from similarly sized companies

Leave with a summary of key themes and takeaways from the group discussion

This webinar is eligible for 1.5 CPE credit.

Q2 2026 Quarterly accounting webcast
2026-06-23 11:00 - 12:30
This webcast will cover key accounting and financial reporting considerations as companies close out Q2 2026.

Presenter:Heather Horn, PwC National Office Sustainability and Thought Leader

Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in accounting and financial reporting.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the June 4, June 10, and June 23 sessions will be the same, participants are only eligible to receive CPE for attending one session.

DISE: New requirements in ASU 2024-03
2026-06-23 11:00 - 12:00
The Details

ASU 2024‑03 introduces expanded disclosure requirements for public entities related to the disaggregation of income statement expenses (DISE), enhancing transparency and introducing new considerations for financial reporting processes.

Join CohnReznick for a timely discussion on what this standard means for your organization. We will walk through the core requirements, including what must be disaggregated, where disclosures are required, and how DISE may impact your current financial reporting approach.

Our team will also share practical considerations and common challenges to help you prepare for implementation with confidence.

What you’ll learn:

Review the scope and key requirements of ASU 2024-03 and the DISE framework

Evaluate the impact of DISE on financial reporting processes, systems, and internal controls

Discuss practical approaches and leading practices to prepare for effective and compliant implementation

Live event participants can earn up to 1 CPE credit in the Accounting field of study.
